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Capital Investment Advisory Services’s BondBloxx Private Credit CLO ETF PCMM Stock Holding History

Capital Investment Advisory Services’s Portfolio PCMM Stock Details PCMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Buy
34,680
+2,526
+8% +$125K 0.11% 203
2026
Q1 		$1.58M Buy
32,154
+11,052
+52% +$553K 0.12% 179
2025
Q4 		$1.06M Buy
21,102
+6,801
+48% +$342K 0.07% 251
2025
Q3 		$723K Buy
+14,301
New +$723K 0.06% 295

Other funds holding PCMM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Capital Investment Advisory Services's PCMM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its BondBloxx Private Credit CLO ETF (PCMM) stake by 7.9% in Q2 2026, buying an estimated $125K and bringing the position to 34,680 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #203.

Capital Investment Advisory Services first reported a position in PCMM in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold PCMM as of Q2 2026.

  • Capital Investment Advisory Services held 34,680 shares of BondBloxx Private Credit CLO ETF worth $1.73M as of Q2 2026.
  • Capital Investment Advisory Services bought 2,526 BondBloxx Private Credit CLO ETF shares in Q2 2026, an estimated $125K.
  • BondBloxx Private Credit CLO ETF made up 0.11% of Capital Investment Advisory Services's portfolio in Q2 2026, its #203 holding.
  • Capital Investment Advisory Services first reported a position in BondBloxx Private Credit CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held BondBloxx Private Credit CLO ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.